Fund HoldingsShilanski & Associates, Inc.

Total Portfolio Value
$290.26M
Total Bought
$34.15M
Total Sold
$18.49M
Net Transaction
+$15.66M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)62,39663,395+99929,65733,16011.42%+3,502
NVIDIA CORPORATION(NVDA)2,9835,256+2,2731,4774,7491.64%+3,272
SCHWAB STRATEGIC TR358,930367,491+8,56119,98222,4357.73%+2,454
DECKERS OUTDOOR CORP(DECK)01,971+1,97101,8550.64%+1,855
EVERCORE INC(EVR)08,440+8,44001,6250.56%+1,625
PALO ALTO NETWORKS INC(PANW)05,614+5,61401,5950.55%+1,595
CELANESE CORP DEL(CE)08,582+8,58201,4750.51%+1,475
NEWS CORP NEW(NWS)048,727+48,72701,3190.45%+1,319
MOODYS CORP(MCO)03,271+3,27101,2860.44%+1,286
BELLRING BRANDS INC(BRBR)021,262+21,26201,2550.43%+1,255
QUALYS INC(QLYS)1,1837,686+6,5032321,2830.44%+1,050
SCHWAB STRATEGIC TR272,494279,947+7,4539,1919,9693.43%+778
TARGET CORP(TGT)21,28921,464+1753,0323,8041.31%+772
INTERNATIONAL BUSINESS MACHS(IBM)31,03030,538-4925,0755,8322.01%+757
SUPER MICRO COMPUTER INC(SMCI)5,1032,179-2,9241,4512,2010.76%+750
SPDR SER TR
ST STR P500VAL
161,288164,090+2,8027,5218,2212.83%+700
ELI LILLY & CO(LLY)3,9273,766-1612,2892,9301.01%+641
MICROSOFT CORP(MSFT)15,27715,174-1035,7456,3842.20%+639
ABBVIE INC(ABBV)22,18522,341+1563,4384,0681.40%+630
VANGUARD WORLD FD
ENERGY ETF
35,86736,614+7474,2064,8221.66%+616
ISHARES TR75,33280,598+5,2668,0978,6572.98%+560
BANK AMERICA CORP109,028111,543+2,5153,6714,2301.46%+559
SSGA ACTIVE ETF TR
ST STR BL LN ETF
168,950181,478+12,5287,0847,6422.63%+558
SPDR SER TR
ST BLOO HIGH ETF
85,47490,599+5,1258,0978,6252.97%+528
INVESCO EXCH TRADED FD TR II212,510214,784+2,2749,0139,5363.29%+524
CONSTELLATION ENERGY CORP(CEG)8,1207,891-2299491,4590.50%+509
SPDR SER TR
ST INTER BD ETF
244,983261,175+16,1928,0438,5382.94%+495
ALTRIA GROUP INC(MO)99,017102,870+3,8533,9944,4871.55%+493
META PLATFORMS INC(META)4,0533,937-1161,4351,9120.66%+477
JOHNSON & JOHNSON(JNJ)02,700+2,70004270.15%+427
ESAB CORPORATION(ESAB)20,77420,067-7071,8002,2200.76%+419
PROCTER AND GAMBLE CO(PG)26,96026,886-743,9514,3621.50%+412
COCA COLA CO(KO)68,94372,130+3,1874,0634,4321.53%+369
SPDR SER TR
ST STR PFD ETF
118,474124,313+5,8393,9714,3351.49%+364
MITSUBISHI UFJ FINL GROUP IN(MUFG)033,457+33,45703420.12%+342
BUILDERS FIRSTSOURCE INC(BLDR)9,6989,277-4211,6191,9350.67%+316
STEEL DYNAMICS INC(STLD)11,86411,496-3681,4011,7040.59%+303
SCHWAB STRATEGIC TR156,278161,792+5,5145,4485,7391.98%+291
EXXON MOBIL CORP057,902+57,90206,7302.32%+6,730
MCKESSON CORP(MCK)5,5145,275-2392,5552,8340.98%+279
AXON ENTERPRISE INC(AXON)6,7226,406-3161,7362,0040.69%+268
MOLSON COORS BEVERAGE CO(TAP)40,60940,724+1152,4862,7390.94%+253
GRUPO FINANCIERO GALICIA S.A(GGAL)09,526+9,52602420.08%+242
HARMONY GOLD MINING CO LTD(HMY)027,573+27,57302250.08%+225
BERKSHIRE HATHAWAY INC DEL4,6514,475-1761,6591,8820.65%+223
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
02,221+2,22102190.08%+219
SUMITOMO MITSUI FINL GROUP I(SMFG)017,502+17,50202060.07%+206
CURTISS WRIGHT CORP(CW)5,9115,949+381,3171,5220.52%+206
ISHARES TR0974+97402050.07%+205
NXP SEMICONDUCTORS N V
COM
0817+81702020.07%+202
DISNEY WALT CO(DIS)01,653+1,65302020.07%+202
PETROLEO BRASILEIRO SA PETRO(PBR)012,850+12,85001950.07%+195
NOVO-NORDISK A S(NVO)5,0975,417+3205276980.24%+171
VANECK ETF TRUST
BDC INCOME ETF
204,878204,572-3063,2863,4571.19%+171
TELEFONICA BRASIL SA(VIV)016,567+16,56701670.06%+167
TEREX CORP NEW(TEX)30,55429,413-1,1411,7561,8940.65%+139
AMAZON COM INC(AMZN)4,2814,364+836507870.27%+137
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
0105,324+105,32406,2972.17%+6,297
CADENCE DESIGN SYSTEM INC(CDNS)5,8565,503-3531,5951,7130.59%+118
KINDER MORGAN INC DEL(KMI)145,486145,814+3282,5662,6740.92%+108
SOUTHERN CO(SO)62,76762,679-884,4014,4971.55%+95
EMBRAER S.A.(EMBJ)12,02511,626-3992223100.11%+88
VANGUARD WORLD FD
UTILITIES ETF
18,88118,679-2022,5882,6630.92%+75
PERFORMANCE FOOD GROUP CO(PFGC)19,91019,412-4981,3771,4490.50%+72
BANCO BILBAO VIZCAYA ARGENTA(BBVA)28,25027,379-8712573240.11%+67
FAIR ISAAC CORP(FICO)1,8891,813-762,1992,2660.78%+67
SAP SE(SAP)1,3121,292-202032520.09%+49
YPF SOCIEDAD ANONIMA(YPF)19,39919,162-2373333790.13%+46
ALPHABET INC(GOOG)1,6691,761+922352680.09%+33
ROYAL BK CDA(RY)32,11732,522+4053,2483,2811.13%+33
ALPHABET INC(GOOG)2,3572,398+413293620.12%+33
LOCKHEED MARTIN CORP(LMT)5,4035,454+512,4492,4810.85%+32
INVESCO QQQ TR886887+13633940.14%+31
CEMEX SAB DE CV(CX)39,23937,073-2,1663043340.12%+30
ASE TECHNOLOGY HLDG CO LTD(ASX)24,04623,236-8102262550.09%+29
ISHARES TR1,1751,17502963180.11%+22
ALASKA AIR GROUP INC5,7685,703-652252450.08%+20
FIFTH THIRD BANCORP(FITB)5,9916,000+92072230.08%+17
ING GROEP N.V.(ING)13,03512,853-1821962120.07%+16
AFLAC INC(AFL)19,82619,225-6011,6361,6510.57%+15
CHEVRON CORP NEW(CVX)4,2744,134-1406376520.22%+15
RELX PLC(RELX)6,7966,527-2692702830.10%+13
COCA-COLA FEMSA SAB DE CV(KOF)2,4772,453-242342380.08%+4
F N B CORP(FNB)10,32010,32001421460.05%+3
BRASKEM S A1,6731,67303333350.12%+2
PHILIP MORRIS INTL INC(PM)25,80326,498+6952,4282,4280.84%0
FOMENTO ECONOMICO MEXICANO S(FMX)1,9201,908-122502490.09%-2
UBS GROUP AG(UBS)11,48311,349-1343553490.12%-6
VIPSHOP HLDGS LTD(VIPS)11,76911,642-1272091960.07%-13
UNITEDHEALTH GROUP INC(UNH)683693+103603430.12%-17
LOGITECH INTL S A
SHS
2,3912,355-362272100.07%-17
PFIZER INC(PFE)93,19595,965+2,7702,6832,6630.92%-20
VERIZON COMMUNICATIONS INC(VZ)12,42710,629-1,7984694460.15%-23
TRANSPORTADORA DE GAS SUR(TGS)5,3185,321+32632300.08%-34
WALGREENS BOOTS ALLIANCE INC11,23011,821+5912932560.09%-37
CISCO SYS INC(CSCO)92,71693,004+2884,6844,6421.60%-42
DOW INC(DOW)5,9014,833-1,0683242800.10%-44
NUCOR CORP(NUE)2,2131,713-5003853390.12%-46
AMGEN INC(AMGN)1,080904-1763112570.09%-54
POSCO HOLDINGS INC(PKX)3,0472,720-3272902130.07%-76
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